Betterment LLC’s iShares Bitcoin Trust IBIT Stock Holding History

Betterment LLC’s Portfolio IBIT Stock Details IBIT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$35.6M	Sell	1,069,608 -70,978	-6%	-$2.89M	0.06%	86
2026 Q1	$43.8M	Sell	1,140,586 -54,403	-5%	-$2.36M	0.08%	73
2025 Q4	$59.3M	Buy	1,194,989 +109,430	+10%	+$6.22M	0.11%	62
2025 Q3	$70.6M	Buy	1,085,559 +202,418	+23%	+$13.2M	0.14%	54
2025 Q2	$54.1M	Buy	883,141 +12,799	+1%	+$717K	0.12%	59
2025 Q1	$40.7M	Buy	870,342 +102,070	+13%	+$5.4M	0.1%	61
2024 Q4	$40.8M	Buy	768,272 +732,774	+2,064%	+$34.6M	0.1%	59
2024 Q3	$1.28M	Buy	35,498 +9,528	+37%	+$331K	﹤0.01%	213
2024 Q2	$887K	Buy	25,970 +3,100	+14%	+$116K	﹤0.01%	233
2024 Q1	$926K	Buy	+22,870	New	+$713K	﹤0.01%	206

Other funds holding IBIT

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

MIC

Mubadala Investment Company Abu Dhabi, United Arab Emirates $34.8B AUM 107.63% 1-Year Est. Return

Avenir Tech Hong Kong $671M AUM 36.63% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Galaxy Digital New York $1.7B AUM

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Betterment LLC's IBIT Position: Q2 2026 in Review

Betterment LLC reduced its iShares Bitcoin Trust (IBIT) stake by 6.2% in Q2 2026, selling an estimated $2.89M and leaving 1,069,608 shares worth $35.6M. The position accounts for 0.06% of the portfolio, ranked #86.

Betterment LLC first reported a position in IBIT in Q1 2024 and has held it in 10 quarters since. The position peaked at $70.6M in Q3 2025. 1,460 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

Betterment LLC held 1,069,608 shares of iShares Bitcoin Trust worth $35.6M as of Q2 2026.
Betterment LLC sold 70,978 iShares Bitcoin Trust shares in Q2 2026, an estimated $2.89M.
iShares Bitcoin Trust made up 0.06% of Betterment LLC's portfolio in Q2 2026, its #86 holding.
Betterment LLC first reported a position in iShares Bitcoin Trust in Q1 2024 and has held it in 10 quarters since.
Betterment LLC's iShares Bitcoin Trust position peaked at $70.6M in Q3 2025.
1,460 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

Based on Betterment LLC's 13F filing for Q2 2026, filed 14 Aug 2026.